🔍 "Contact Tracking" workflow
Description: Keep track of your customers, users, champions, and prospects when they have job changes
Input: A list of contact (people)
in orange ➡ an example of input data
in blue ➡ the output result
Test payload: Here you can download the example of test payload (our dedicated article about test payload)
🤓 "Contact Tracking" is not the only kind of workflow in the LoneScale platform! Discover 2 other workflows
💡 You may want to read before:
☀️ Prepare your contacts list
First, you need to create a list of Contacts to enrich it. You can create a list with different kinds of data, but some are more powerful.
1️⃣ Prepare the contacts field
Do you have your contacts' LinkedIn URLs? If yes, go directly to the next section "2️⃣ Extract the contacts list".
If you don't have your contacts' LinkedIn URLs, LoneScale can retrieve them. More information we will have from the following, the more reliable the results will be: "linkedin_url", "full_name", "first_name", "last_name", "location", "current_position", "company_name"; "email". Some examples:
Contact field | % of success |
LinkedIn Url | 99% |
full_name + company_name + location + current_position | 80% |
full_name + company_name + location | 70% |
full_name + company_name + current_position | 60% |
full_name + location | 40% |
full_name + current_position | 30% |
💡 Tips: Connect your CRM in a few clicks and forget the spreadsheet
2️⃣ If your CRM is not connected to LoneScale: Use our native integration or extract the contacts list from your CRM, database, or other data source
💡 Use our native integration:
Salesforce native integration: follow here to use Salesforce with LoneScale 👈
HubSpot native integration: follow here to use HubSpot with LoneScale 👈
💡 Use our API and webhooks: follow here 👈
💡 Tips: LoneScale keeps your custom column. For example, use your CRM_id to easily match your contacts when you update them in your CRM.
☀️ Create a "Contact Tracking" workflow
1️⃣ Let's get started! Click on the + button to add your first workflow!
Go to the Contacts page
Click on "Start tracking contacts"
2️⃣ Choose the contacts you want to enrich
Select a list -
MANDATORYFrom your CRM ( ⚠️ you need to connect your CRM and set up your integration before launching the contact tracking)
From a CSV that you import
First, you need to create a list
Then, you can choose one or more lists of contacts you want to update
3️⃣ Export results
Choose your output
Webhook
Excel file (always available even if using API, webhook, or the native integrations)
HubSpot or Salesforce native integration (more info here!)
4️⃣ Workflow Settings
Set a tracking frequency -
MANDATORYOne shot -> will run only one time (more information about periodicity here)
Track monthly, if you set monthly days, your contacts will be tracked in real-time at a maximum frequency of 30 days
5️⃣ Click on "Save Workflow" and watch the magic happen! ✨
Now you know how to create workflows, understand their status, or delete them when you no longer need them!
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️